BKM Wealth Management’s Visa V Stock Holding History

BKM Wealth Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+611	New	+$196K	0.07%	141
2025 Q4	–	Sell	-552	Closed	-$188K	–	156
2025 Q3	$188K	Sell	552 -139	-20%	-$48.1K	0.07%	154
2025 Q2	$245K	Sell	691 -6	-0.9%	-$2.09K	0.1%	143
2025 Q1	$244K	Sell	697 -221	-24%	-$74.8K	0.1%	139
2024 Q4	$290K	Buy	+918	New	+$276K	0.12%	138
2024 Q3	–	Sell	-7,330	Closed	-$234K	–	168
2024 Q2	$234K	Buy	7,330 +6,615	+925%	+$1.81M	0.11%	134
2024 Q1	$200K	Sell	715 -190	-21%	-$52.5K	0.09%	157
2023 Q4	$236K	Buy	+905	New	+$223K	0.1%	145

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BKM Wealth Management's V Position: Q2 2026 in Review

BKM Wealth Management opened a new position in Visa (V) in Q2 2026: 611 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #141 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in V as recently as Q3 2025.

BKM Wealth Management first reported a position in V in Q4 2023 and has held it in 8 quarters since. The position peaked at $290K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

BKM Wealth Management held 611 shares of Visa worth $210K as of Q2 2026.
Visa was a new BKM Wealth Management position in Q2 2026.
Visa made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #141 holding.
BKM Wealth Management first reported a position in Visa in Q4 2023 and has held it in 8 quarters since.
BKM Wealth Management's Visa position peaked at $290K in Q4 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.